What account management options are available from the online portal?

Overview of my account management options

The Secure Exchanges online portal allows you to manage several aspects of your account, including your user profile, security settings, and usage preferences. Here is a clear and structured overview of all the options accessible from your user area.

1. Details about your license (left column)


  1. Package *Indicates the type of license associated with your email.
  2. Expiration Date *Displays the exact date and time your license expires, i.e., the automatic renewal date
  3. Email *Email address to which your license is assigned.
  4. Mobile number *Number used for security (SMS, 2F authentication, protected returns).
  5. Enable 2FA authentication *Checkbox to enable two-factor authentication for logging into the online portal.
  6. Default SMS country *International prefix used by default when you protect an email with an SMS code.
  7. Return protection *Options available depending on your plan. These options are only available with Pro licenses .
    1. SMS: the recipient must enter a code sent by SMS to reply to you.
    2. Microsoft: protection based on Microsoft identification.

2. Personal information (right column)


  1. First name *Field to edit your first name.
  2. Last name *Field to edit your name.
  3. Time zone *Determines your local time for newspapers, signatures and timestamps.
  4. Date format culture *Allows you to adapt the display of dates according to your region (e.g., French – Canada).

3. Usage tracking (bottom of the right column)


  1. Messages remaining for the month *Indicates the number of messages available.
Info Even though sending is technically unlimited, a preventative limit against abuse may apply.
  1. Last message sent *Displays the date and time of your last message sent via Secure Exchanges.

4. Saving settings


  1. “SAVE” button *Allows you to save all changes made to your account.

5. Quick Actions Area (at the top of the page)


  1. Send a secure message *Direct access to the interface for sending a secure message, file or envelope.
  2. Signature tracking *Allows you to view the status of documents sent for signature (in progress, completed, expired) available only with our PRO licenses.

6. Navigation tabs (below the green buttons) *These three tabs provide access to the main categories of settings and information for your account.


  1. Details about your license *Default tab. Displays all information related to your license, your profile, your security settings and your preferences.
  2. Electronic signature *Allows you to define your signature marks when you sign documents. Available only with our PRO licenses.
  3. Statistics and logs *Provides access to your sending history and related activities

    • Related Articles

    • Send a secure message from the online portal

      The Secure Exchanges online portal allows you to send a secure message without using your email application (Outlook, Gmail, etc.). Here's how. 1. Log in to the online portal Log in to your account, then click on Send a secure message. Once logged ...

    • View my journal on the online portal

      The Secure Exchanges online portal logs allow you to view all activity related to your messages: sending, opening, downloading, signing, IP addresses, and more. You can also delete a message before it expires and export your logs for your archives or ...

    • Send a secure envelope from the online portal

      The secure envelope allows you to receive information or documents in a protected manner, without your recipient needing a Secure Exchanges account. Here's how to generate an envelope from the online portal. 1. Log in to the Secure Exchanges online ...

    • Enable two-factor authentication (2FA) when logging into the online portal

      Two-factor authentication (2FA) adds an extra layer of security to your Secure Exchanges account. By enabling this option, you will need to confirm your identity using a code received via SMS when logging into the online portal. Here's how to ...

    • Manage roles and permissions

      Role and permission management allows you to precisely control what each user can access within your organization, using the Secure Exchanges online portal. Here's how to configure these settings in the Secure Exchanges online portal. This option is ...